Let’s Build A
Lasting Legacy
Together
Because Wealth Doesn’t Come With Instructions
What Matters Most to You, Matters to Us
Our mission is to engage a full range of clients in a family-oriented environment built on integrity and trust, while delivering strategic, sound, and individualized financial solutions to cultivate confidence as they achieve their financial goals.
Redefining the Status Quo
Greater Than the Sum of Our Parts
Our team has a diverse culture of experiences and ideas, anchored by a core belief that the best route to personal success is by the team’s success. Every client receives individualized and innovative solutions delivered with the quality of service you deserve.
Our Service Areas
Comprehensive Wealth Management for Individuals, Businesses and Organizations — It’s What We Do.
The Goldfinch Wealth Management team adheres to principals that we should act in clients’ best interests. This relates to the fiduciary standard. Thus, we represent and work for our clients, not an investment firm, and have no financial incentive to recommend one investment over another. Instead, we are committed to a culture of service, not sales, and strive to make the best recommendation based on your unique set of circumstances.
Personalized Service
Proactive & Personalized Advice
Cutting Edge Technology
High Frequency & Impactful Communication
Unique & Regular Client Events
Client Bill of Rights
Our Specialities
Tactical Investing
Portfolio Distribution Strategies
Tax Efficient Investing
Charitable Giving
Legacy Planning
Asset Management
Asset Management
Using principles of tactical asset allocation, our team designs customized portfolios allowing you to combine stocks, bonds, mutual funds, exchange-traded funds, and alternative investments.
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Financial Planning
Financial Planning
We begin by diligently seeking to understand your personal circumstances, resources, needs, and goals. We want to know your priorities and develop a long-term plan that aligns with your financial resources.
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Retirement Planning
Retirement Planning
All clients work a lifetime to reach the point where they can enjoy retirement with peace of mind. Our goal is to take the confusion out of the retirement equation and put you on a path to reach your financial goals.
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Tax Planning
Tax Planning
We incorporate tax considerations into both our planning and investment management. Our priority is to make the most of your finances by designing tax-efficient management and distribution strategies.
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Estate Planning
Estate Planning
A well-designed estate and gifting plan can provide tremendous asset protection, ensure that assets are transferred to the intended beneficiaries when and how you want them to, and reduce or eliminate the risk of paying estate tax.
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Charitable Gifting
Charitable Gifting
Supporting the causes you are passionate about, whether that’s giving back to your local community, making a social impact or showing gratitude to a hospital that cared for a loved one, can be enormously fulfilling. But did you know that charitable giving can also be a powerful financial tool?
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Trust Services
Trust Services
We work alongside an estate attorney to establish a trust, while delivering sound fiduciary and investment management guidance, to guarantee the legacy that you desire is carried out according to your wishes.
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Education Planning
Education Planning
Our team can create a plan to effectively fund an education for the next generation, evaluating client circumstances and assessing a variety of options to create the best education plan for your family.
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Insurance
Insurance
To ensure that you are well prepared for curve balls that life throws, we evaluate existing risk-management strategies and suggest insurance such as life, disability, and long-term care as needed.
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Legacy Planning
Legacy Planning
As a client, we make it a point to get to know you and your family personally. We understand your financial picture and carry out any intentions for passing your legacy on to loved ones, acting in your best interest.
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Employee Benefits
Employee Benefits
Understanding your employee benefits early on, often enables more strategies when it is time to make important decisions. Stock options, 401(k) accounts and other employee benefits can be a significant part of your investable assets; therefore, we prefer to be proactive so you don’t miss those valuable opportunities.
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Small Business
Small Business
A business can be your most significant asset, and the financial success of that business has an immediate impact on the economic security of the family.
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Fiduciary Management & Oversight
Fiduciary Management & Oversight
As your trusted partner, we can share much of this fiduciary responsibility with you, and implement a disciplined and streamlined process to wisely manage your fiduciary obligations.
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Investment Expertise
Investment Expertise
As your trusted and experienced partner, we can help you establish a sound investment strategy that fits the distinct needs of your firm and your employees.
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Plan Design
Plan Design
We take the time to understand your objectives and design a retirement plan program that provides your employees with the greatest value and, to the extent possible, reduces your administrative responsibilities.
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Vendor Search
Vendor Search
With us as your partner, you can choose from the universe of investments—free from proprietary vendor or product pressures and conflicts of interest.
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Participant Services
Participant Services
Our status as independent retirement plan consultants enables us to provide your plan participants with what they value most—wise investment guidance to help them feel confident about the decisions they are making to pursue their retirement goals.
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